Level Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Level Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$694K	Sell	21,876 -6,677	-23%	-$212K	0.28%	28
2026 Q1	$876K	Sell	28,553 -2,347	-8%	-$71.2K	0.41%	26
2025 Q4	$848K	Buy	30,900 +2,633	+9%	+$71.6K	0.43%	25
2025 Q3	$772K	Buy	28,267 +147	+0.5%	+$4.01K	0.41%	25
2025 Q2	$745K	Buy	28,120 +149	+0.5%	+$3.89K	0.43%	23
2025 Q1	$782K	Buy	27,971 +135	+0.5%	+$3.76K	0.51%	18
2024 Q4	$760K	Buy	+27,836	New	+$791K	0.54%	18

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Level Wealth Management's SCHD Position: Q2 2026 in Review

Level Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, selling an estimated $212K and leaving 21,876 shares worth $694K. The position accounts for 0.28% of the portfolio, ranked #28.

Level Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $876K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Level Wealth Management held 21,876 shares of Schwab US Dividend Equity ETF worth $694K as of Q2 2026.
Level Wealth Management sold 6,677 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $212K.
Schwab US Dividend Equity ETF made up 0.28% of Level Wealth Management's portfolio in Q2 2026, its #28 holding.
Level Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Schwab US Dividend Equity ETF position peaked at $876K in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.